Platform · Module 01 of 15
Dashboard
The whole company on one screen when you open the system: what came in, what is booked, and what needs a human today.
Good morning, Dan
North Peak Roofing, Tuesday. Here is the company at a glance.
Needs a human today
- Sarah M.Replied to the follow-up text. Ready to book the reroof estimate.
- Tom & Ellie R.Storm photos received. Quote review is waiting on Marcus.
- Dana K.Estimate ran yesterday. No answer yet on the quote.
Pipeline snapshot
Sample figures for the demo company. Your dashboard counts your real work, live.
The system look: this is the Dashboard module as it runs inside a company workspace, shown with a fictional roofing company and sample data.
How It Operates
How Dashboard works on a real job
- 1
Opens on your numbers
The dashboard is the home screen of your workspace. It counts leads, appointments, pipeline stages, and follow-ups from your own records, so the numbers are always the current truth, not a report someone ran last week.
- 2
Flags what needs a human
Replies, overdue follow-ups, and quotes waiting on review surface at the top. The system works the routine; the dashboard tells your crew where a person is the difference.
- 3
Same view, every seat
Owner, office, and crew lead all open the same dashboard. Nobody works from a different version of the day.
- 4
Rolls up for operators
Partners running several companies see each workspace on its own, and Kraken Mission Control reads the same data across the roster.
What setup takes
Nothing for you to build. The dashboard is configured during your CRM setup: your pipeline stages, your trades, and the follow-up rules decide what counts as due. If a number matters to how you run the company, tell us at setup and it goes on this screen.
Watch
The Dashboard explainer
Explainer filming in production
The video walkthrough for this module, a NotebookLM explainer wrapped in the Kraken intro and outro, lands in this slot as soon as it clears production.
Listen
The Dashboard podcast
Podcast in production
The audio overview for this module, generated from the same production brief as the explainer, lands in this slot as soon as it clears production.